Financial Services Expert

3 days ago


Bengaluru, Karnataka, India beBeeClientExperience Full time ₹ 10,00,000 - ₹ 15,00,000
Client Experience Specialist

We are seeking a skilled professional to join our organization as a Client Experience Specialist. In this role, you will be responsible for delivering exceptional client experiences in the financial services space.

This position involves working closely with clients and internal teams to ensure seamless onboarding, efficient query resolution, and timely coordination of operations such as NAV release, fee calculation, and fund transfers. A solid understanding of FPI regulations and strong problem-solving skills will set you up for success.

Key Responsibilities:

  • Manage and strengthen client relationships
  • Coordinate with Fund Accountants, Operations, and Finance teams
  • Handle subscription/redemption requests and fee calculations
  • Ensure regulatory compliance and effective issue resolution

Required Skills and Qualifications:

  • MBA in Finance or a related field
  • 4–5 years of experience in Client Servicing, ideally within Financial Services
  • Strong knowledge of Foreign Portfolio Investment (FPI) regulations
  • Excellent communication and interpersonal skills
  • Ability to manage multiple tasks with attention to detail and efficiency

Why Join Our Organization?

  • Grow your career in a dynamic environment
  • Make a real impact in the financial services industry

If you are ready to take on new challenges and opportunities, we would love to hear from you.



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